Featured Speaker - Making Retirement Benefits Payable to Trusts

Pros, Cons and Pitfall of Naming a Trust as Beneficiary, Including the IRS “MRD Trust Rules”

In this presentation, Natalie will discuss:
• How the IRS's minimum distribution rules apply to retirement benefits payable to trusts.
• The five “trust rules” you must not ignore
• How to be sure the trust you draft or review is “safe” under the IRS's rules
• How trust accounting rules apply to retirement benefits under the new Uniform Principal and Income Act and otherwise